Full service financial planning and retirement planning serving Maple Ridge and Pitt Meadows. No good financial plan separates today from tomorrow. You have to live in the present, which means your plan can't focus exclusively on the future. At Manion & Associates we know that retirement planning only works when you can find a balance between your current day-to-day financial needs and future needs.
Any plan that focuses exclusively on the future is bound to fail, especially when it means living paycheque to paycheque today, or worse, accumulating ongoing debt. Manion & Associates takes a look at the big picture for each and every client, creating a sensible, realistic program that takes into account everything from monthly bills and tax planning to investing and retirement.
Any plan that focuses exclusively on the future is bound to fail, especially when it means living paycheque to paycheque today, or worse, accumulating ongoing debt. Manion & Associates takes a look at the big picture for each and every client, creating a sensible, realistic program that takes into account everything from monthly bills and tax planning to investing and retirement.
Services
At Manion and Associates, our goal from day one has been to take the mystique out of the financial services industry, and to create a level of comfort that allows our clients to be active in the management of their personal finances. Unfortunately, there is a common misconception that financial planning is only for the wealthy.
For Manion and Associates Financial Services, there's more to being in business than doing business. Yes, at Manion and Associates we believe that being in business means getting involved in our community, so every year we make it our business to assist local community groups and charities by either providing funds directly, or by spearheading or participating in their fundraising efforts.
Manion & Associates Financial Services in Maple Ridge & Pitt Meadows BC provides full service Financial Planning. Our team specializes in Financial Planning, Investment Planning, Retirement Planning, Insurance/Risk Planning, Estate Planning and Cash Management. Manion & Associates Financial Services in Maple Ridge & Pitt Meadows BC has become a leader in providing full service Financial Planning.
Having the right life insurance protection is very important and makes a big difference in your life and those close to you. A proper plan that includes life insurance will help leave your estate and loved ones financially secure - not leaving behind debts and an inadequate income. What's the best type of life insurance for you?
Critical illness insurance is a type of protection that provides you with a lump sum payment if you are diagnosed with a covered critical illness and survive a waiting period (which is usually 30 days). With the advancement of technology more people are surviving these conditions but are often unable to get back to their pre-condition ability.
Reviews (3)
Epr Team
Aug 24, 2020
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Don Fairweather
Jan 25, 2013
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Al Pederson
Oct 23, 2012
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We approached Tom Manion of Manion and Associates Financial Services will little understanding or concern for our future financial or retirement plans. It was not until we had our "one on one" meeting with him that we had realized the importance of professional help. Tom, not only made us feel comfortable but also inclusive in the decision making process of which investment would suit our needs the most effectively.
